JOHN CONSTABLE - Municipal Mutual Insurance - A case study | Empower

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930 Advanced Broking

Navigating your ACII

Using This Course (7:38)
Approaching Coursework (12:19)
The Marking Grid (10:01)
Referencing (8:04)
ACII Journey Mapping (10:26)

Interviewing the Industry

JOHN CONSTABLE - Municipal Mutual Insurance - A case study (4:59)
JULLIAN SHAWCROSS - Broking process - Sales culture - Profiling - Strategy (8:49)
JULLIAN SHAWCROSS - Online platforms - Technology in the broking process - Automation (7:27)
JULLIAN SHAWCROSS - Errors and omissions - Management culture - Fintech (7:15)
JULLIAN SHAWCROSS - Transparency - Remuneration - Public trust (5:16)
JULLIAN SHAWCROSS - Managing relationships - Understanding the risk - Demands and needs (4:25)
JULLIAN SHAWCROSS - Market trends - How the broker has evolved - Digitalisation (4:57)
JULLIAN SHAWCROSS - COVID-19 - Price - Reputation - Distribution model (4:47)
MARK BUTTERWORTH - Distribution channels - Disruptors - Automation (9:54)
MARK BUTTERWORTH - Choice of domicile - Brexit - Captives - Regulatory environments (7:31)
MARK BUTTERWORTH - Corporate governance - UK Corporate Governance Code (12:43)
RACHEL PANKRATZ - Distribution channels - Brokers - Aggregators - Broker networks (6:35)
RACHEL PANKRATZ - Public relations - Crisis management - BCP - Deepwater Horizon (8:25)
THERESA FROEHLICH - Industry consolidation - Capacity - M&As - Portfolio management (6:34)
FRANCIS MOLONEY - Broking environment - Attracting business - Strategy planning (6:07)
FRANCIS MOLONEY - Market consolidation - Barriers to entry (4:01)
FRANCIS MOLONEY - The placing process - Knowing your client - Relationship management (6:07)
FRANCIS MOLONEY - Online platforms - PPL - Whitespace (3:13)
FRANCIS MOLONEY - E&Os - Culture (3:24)
FRANCIS MOLONEY - Transparency - Client retention - Salary vs. Commission (3:59)
FRANCIS MOLONEY - Approach to understanding risks - Cross-selling (4:29)
FRANCIS MOLONEY - Market cycle - Managing client expectations - Pricing (7:18)
FRANCIS MOLONEY - Future of broking - Market trends (3:29)
FRANCIS MOLONEY - COVID 19 - Covid Endorsement (4:02)

Technical Topics

Incentivisation, Sales and Culture (2:04)
How Brokers Get Paid (2:26)
The Broking Strategy (2:06)
Managing General Agents (MGAs) and Delegated Authorities (DAs) (2:17)
Fair Market Analysis (FMA) (3:02)

Refreshers

The broker agency relationship (5:53)
Regulatory considerations (4:27)
Errors and omissions (2:09)
TOBAs (2:47)
Security of insurers (1:04)
Composition of the board (2:23)
Legal structure of insurance organisations (4:12)
Corporate risk management (2:53)
Management accounts (1:53)

Concepts ‘in a nutshell’

Wholesaling (1:40)
Broker Networks (1:19)
The Spitzer Affair (1:55)
Ogden Rate (1:24)
Fair Market Analysis (1:12)

Perspectives & Scenarios

Public opinion (20:15)
SWOT & PESTLE in practice (22:11)

Real Time Research

The distribution landscape (5:52)
The Gracechurch survey (4:27)
FCA: Public Censure and Public Statements (7:15)
Rating agencies (6:20)
Routes to customer (10:04)

Snip-it Summaries

Hunters & Farmers (1:26)
Organisational Structure (1:51)
Senior Managers and Certification Regime (SM&CR) (3:14)
Solvency II (3:20)
Types of Insurance Broker (1:52)

Research Resources

930 Advanced Insurance Broking Coursework Assignment
930 resources
General ACII resources
Lloyd's Annual Report 2022
Course Feedback

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JOHN CONSTABLE - Municipal Mutual Insurance - A case study

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